Tci Wealth Advisors, Inc. Incresed Positions in Q2 2025

Tci Wealth Advisors, Inc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
550
+ 10.75%
$68.37 - $73.9 $37.6K - $40.6K
5.66K $400K
NUE
Nucor Corp

Basic Materials
29
+ 1.41%
$103.22 - $131.43 $2.99K - $3.81K
2.09K $270K
PFF
Ishares Trust Ishares Pfd And

ETFs
712
+ 4.8%
$29.0 - $30.68 $20.6K - $21.8K
15.6K $477K
MTCH
Match Group, Inc.

Communication Services
744
+ 10.01%
$27.03 - $31.93 $20.1K - $23.8K
8.17K $252K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
73
+ 1.23%
$33.46 - $41.33 $2.44K - $3.02K
6.02K $248K
MCO
Moodys Corp

Financial Services
5
+ 1.0%
$396.7 - $501.59 $1.98K - $2.51K
504 $252K
PPG
Ppg Industries Inc

Basic Materials
20
+ 0.52%
$91.66 - $115.04 $1.83K - $2.3K
3.9K $443K
VLO
Valero Energy Corp

Energy
81
+ 4.03%
$104.69 - $141.77 $8.48K - $11.5K
2.09K $281K
LII
Lennox International Inc

Industrials
2
+ 0.24%
$508.76 - $605.77 $1.02K - $1.21K
827 $474K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.08%
$152.93 - $181.74 $153 - $182
1.21K $220K
ADP
Automatic Data Processing Inc

Industrials
23
+ 3.24%
$276.76 - $326.81 $6.37K - $7.52K
732 $225K
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.73%
$119.13 - $135.03 $2.98K - $3.38K
3.44K $424K
INTC
Intel Corp

Technology
614
+ 3.69%
$18.13 - $22.69 $11.1K - $13.9K
17.3K $386K
D
Dominion Energy, Inc

Utilities
24
+ 0.17%
$49.66 - $58.0 $1.19K - $1.39K
14.2K $802K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.37%
$85.42 - $94.39 $1.45K - $1.6K
4.55K $427K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.03%
$335.24 - $380.78 $670 - $762
6.5K $2.38M
ABC
Amerisourcebergen Corp

Healthcare
9
+ 0.68%
N/A
1.33K $246K
AVGE
American Centy ETF Tr Avantis
319
+ 5.62%
N/A
6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
28.6K
+ 55.68%
N/A
80K $0
Dimensional ETF Trust
128K
+ 27.74%
N/A
588K $0
TXN
Texas Instruments Inc

Technology
2
+ 0.04%
N/A
5.18K $1.01M
Dimensional ETF Trust
314K
+ 19.42%
N/A
1.93M $0
Dimensional ETF Trust
74.3K
+ 65.38%
N/A
188K $0
Dimensional ETF Trust
23.6K
+ 61.94%
N/A
61.7K $0
DFSI
Dimensional ETF Tr Dimen Intl
7.89K
+ 34.53%
N/A
30.7K $0
ETF Opportunities Trust
50
+ 0.45%
N/A
11.2K $0
MO
Altria Group, Inc.

Consumer Defensive
191
+ 2.06%
$55.56 - $60.91 $10.6K - $11.6K
9.46K $554K
DFAR
Dimensional ETF Tr Dimensional

ETFs
37
+ 0.28%
$20.99 - $23.93 $777 - $885
13.3K $311K
PSX
Phillips 66

Energy
27
+ 1.35%
$92.87 - $125.73 $2.51K - $3.39K
2.03K $242K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
128
+ 1.48%
$24.32 - $27.87 $3.11K - $3.57K
8.76K $232K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.59%
$138.36 - $161.45 $1.11K - $1.29K
1.36K $201K
TGNA
Tegna Inc

Communication Services
38
+ 0.36%
$15.42 - $18.98 $586 - $721
10.5K $175K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.07K
+ 1303.77%
$87.84 - $1441.89 $182K - $2.99M
2.23K $201K
UNP
Union Pacific Corp

Industrials
9
+ 0.17%
$208.27 - $238.46 $1.87K - $2.15K
5.39K $1.24M
VZ
Verizon Communications Inc

Communication Services
197
+ 0.8%
$41.67 - $45.62 $8.21K - $8.99K
24.8K $1.07M
SM
Sm Energy CO

Energy
6
+ 0.02%
$20.39 - $30.52 $122 - $183
38.8K $958K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 7.17%
$483.48 - $539.8 $693K - $774K
21.4K $10.4M
KMB
Kimberly Clark Corp

Consumer Defensive
14
+ 0.07%
$126.84 - $145.22 $1.78K - $2.03K
20.2K $2.61M
CLX
Clorox CO

Consumer Defensive
22
+ 0.18%
$118.01 - $148.69 $2.6K - $3.27K
12.6K $1.51M
JNJ
Johnson & Johnson

Healthcare
306
+ 0.75%
$146.36 - $159.82 $44.8K - $48.9K
41.4K $6.32M
Activity Summary
Buys All Purchases 124 New Holdings 33 Increased Positions 91 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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